0001085146-22-002079.txt : 20220513
0001085146-22-002079.hdr.sgml : 20220513
20220513155353
ACCESSION NUMBER: 0001085146-22-002079
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220513
DATE AS OF CHANGE: 20220513
EFFECTIVENESS DATE: 20220513
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: GM Advisory Group, Inc.
CENTRAL INDEX KEY: 0001598304
IRS NUMBER: 201129571
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15726
FILM NUMBER: 22922374
BUSINESS ADDRESS:
STREET 1: 400 BROADHOLLOW ROAD
STREET 2: SUITE 301
CITY: MELVILLE
STATE: NY
ZIP: 11747
BUSINESS PHONE: 631-227-3900
MAIL ADDRESS:
STREET 1: 400 BROADHOLLOW ROAD
STREET 2: SUITE 301
CITY: MELVILLE
STATE: NY
ZIP: 11747
13F-HR
1
primary_doc.xml
13F-HR
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false
false
false
0001598304
XXXXXXXX
03-31-2022
03-31-2022
false
GM Advisory Group, Inc.
400 BROADHOLLOW ROAD
SUITE 301
MELVILLE
NY
11747
13F HOLDINGS REPORT
028-15726
N
Frank P Marzano
Managing Principal
631-227-3900
/s/ Frank P Marzano
Melville
NY
05-13-2022
0
191
840698
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
22ND CENTY GROUP INC
COM
90137F103
26
11000
SH
SOLE
11000
0
0
ABBVIE INC
COM
00287Y109
495
3052
SH
SOLE
3052
0
0
ABRDN GOLD ETF TRUST
PHYSCL GOLD SHS
00326A104
468
25166
SH
SOLE
25166
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
721
2139
SH
SOLE
2139
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
201
442
SH
SOLE
442
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
401
3671
SH
SOLE
3671
0
0
ALIBABA GROUP HLDG LTD
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01609W102
1153
10598
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SOLE
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0
0
ALPHABET INC
CAP STK CL A
02079K305
10244
3683
SH
SOLE
3683
0
0
ALPHABET INC
CAP STK CL C
02079K107
4849
1736
SH
SOLE
1736
0
0
ALTRIA GROUP INC
COM
02209S103
1197
22918
SH
SOLE
22918
0
0
AMAZON COM INC
COM
023135106
15054
4618
SH
SOLE
4618
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
855
8566
SH
SOLE
8566
0
0
AMERICAN EXPRESS CO
COM
025816109
12223
65362
SH
SOLE
65362
0
0
AMYRIS INC
COM NEW
03236M200
76
17400
SH
SOLE
17400
0
0
APPLE INC
COM
037833100
39297
225054
SH
SOLE
225054
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
1019
1526
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1526
0
0
AT&T INC
COM
00206R102
445
18819
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18819
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AUTODESK INC
COM
052769106
317
1480
SH
SOLE
1480
0
0
AUTOMATIC DATA PROCESSING IN
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053015103
425
1870
SH
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AXON ENTERPRISE INC
COM
05464C101
470
3410
SH
SOLE
3410
0
0
AXON ENTERPRISE INC
COM
05464C101
1
200
SH
Call
SOLE
200
0
0
BATH & BODY WORKS INC
COM
070830104
3333
69720
SH
SOLE
69720
0
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BERKELEY LTS INC
COM
084310101
87
12300
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12300
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0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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527
1493
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0
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BK OF AMERICA CORP
COM
060505104
5220
126640
SH
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126640
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0
BLACKROCK ENHANCED EQUITY DI
COM
09251A104
218
22000
SH
SOLE
22000
0
0
BLACKSTONE INC
COM
09260D107
244
1925
SH
SOLE
1925
0
0
BLACKSTONE MTG TR INC
COM CL A
09257W100
226
7094
SH
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7094
0
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BLOCK INC
CL A
852234103
723
5332
SH
SOLE
5332
0
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BOEING CO
COM
097023105
307
1605
SH
SOLE
1605
0
0
BOOT BARN HLDGS INC
COM
099406100
332
3500
SH
SOLE
3500
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
247
3376
SH
SOLE
3376
0
0
BROADCOM INC
COM
11135F101
4798
7619
SH
SOLE
7619
0
0
CANADIAN PAC RY LTD
COM
13645T100
755
9145
SH
SOLE
9145
0
0
CELANESE CORP DEL
COM
150870103
224
1570
SH
SOLE
1570
0
0
CHEVRON CORP NEW
COM
166764100
2217
13616
SH
SOLE
13616
0
0
CINTAS CORP
COM
172908105
255
600
SH
SOLE
600
0
0
CISCO SYS INC
COM
17275R102
773
13863
SH
SOLE
13863
0
0
CLEVELAND-CLIFFS INC NEW
COM
185899101
1718
53345
SH
SOLE
53345
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0
COCA COLA CO
COM
191216100
763
12301
SH
SOLE
12301
0
0
COMCAST CORP NEW
CL A
20030N101
337
7188
SH
SOLE
7188
0
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CONOCOPHILLIPS
COM
20825C104
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9428
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SOLE
9428
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0
COSTCO WHSL CORP NEW
COM
22160K105
1108
1924
SH
SOLE
1924
0
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
346
1522
SH
SOLE
1522
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
369
2000
SH
SOLE
2000
0
0
CVS HEALTH CORP
COM
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8123
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SOLE
8123
0
0
DANAHER CORPORATION
COM
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3665
SH
SOLE
3665
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0
DELTA AIR LINES INC DEL
COM NEW
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SH
SOLE
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DEXCOM INC
COM
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SH
SOLE
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DISNEY WALT CO
COM
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DOMINION ENERGY INC
COM
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ENTERPRISE PRODS PARTNERS L
COM
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83373
SH
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EQUINIX INC
COM
29444U700
223
301
SH
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EXXON MOBIL CORP
COM
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FEDEX CORP
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FORD MTR CO DEL
COM
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GENERAL MTRS CO
COM
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GENIUS SPORTS LIMITED
SHARES CL A
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SOLE
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GENIUS SPORTS LIMITED
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Call
SOLE
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GLOBAL X FDS
RBTCS ARTFL INTE
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SH
SOLE
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GLOBALSTAR INC
COM
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10000
SH
SOLE
10000
0
0
GOLDMINING INC
COM
38149E101
17
10000
SH
SOLE
10000
0
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HEICO CORP NEW
COM
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304
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SH
SOLE
1982
0
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HOME DEPOT INC
COM
437076102
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SH
SOLE
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HONEYWELL INTL INC
COM
438516106
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11029
SH
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ICAHN ENTERPRISES LP
DEPOSITARY UNIT
451100101
258
4960
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SOLE
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INTEL CORP
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13623
SH
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INTERNATIONAL BUSINESS MACHS
COM
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3772
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INTERNATIONAL FLAVORS&FRAGRA
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SOLE
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INTUIT
COM
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813
1690
SH
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S&P500 PUR VAL
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ISHARES GOLD TR
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CORE MSCI TOTAL
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283
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ISHARES TR
CORE S&P MCP ETF
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ISHARES TR
CORE S&P SCP ETF
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CORE S&P TTL STK
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ISHARES TR
CORE S&P US GWT
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CORE S&P500 ETF
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CORE US AGGBD ET
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MSCI AC ASIA ETF
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MSCI ACWI ETF
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ISHARES TR
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ISHARES TR
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ISHARES TR
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473
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ISHARES TR
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ISHARES TR
SHORT TREAS BD
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SH
SOLE
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0
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COM
478160104
2204
12438
SH
SOLE
12438
0
0
JPMORGAN CHASE & CO
COM
46625H100
4587
33647
SH
SOLE
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0
0
KLA CORP
COM NEW
482480100
3892
10632
SH
SOLE
10632
0
0
KRANESHARES TR
CSI CHI INTERNET
500767306
613
21506
SH
SOLE
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0
LAUDER ESTEE COS INC
CL A
518439104
463
1700
SH
SOLE
1700
0
0
LILLY ELI & CO
COM
532457108
2786
9729
SH
SOLE
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0
LISTED FD TR
ROUNDHILL BALL
53656F417
22305
1864960
SH
SOLE
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0
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LLOYDS BANKING GROUP PLC
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539439109
31
13000
SH
SOLE
13000
0
0
LOWES COS INC
COM
548661107
341
1689
SH
SOLE
1689
0
0
LUCID GROUP INC
COM
549498103
389
15307
SH
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0
0
LULULEMON ATHLETICA INC
COM
550021109
821
2249
SH
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0
0
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CL A
57636Q104
512
1433
SH
SOLE
1433
0
0
MCDONALDS CORP
COM
580135101
410
1660
SH
SOLE
1660
0
0
MERCADOLIBRE INC
COM
58733R102
622
523
SH
SOLE
523
0
0
MERCK & CO INC
COM
58933Y105
806
9825
SH
SOLE
9825
0
0
META PLATFORMS INC
CL A
30303M102
3701
16643
SH
SOLE
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0
0
METTLER TOLEDO INTERNATIONAL
COM
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457
333
SH
SOLE
333
0
0
MICROSOFT CORP
COM
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11140
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SH
SOLE
36131
0
0
MOSAIC CO NEW
COM
61945C103
3111
46775
SH
SOLE
46775
0
0
NETFLIX INC
COM
64110L106
2043
5454
SH
SOLE
5454
0
0
NEW GOLD INC CDA
COM
644535106
18
10000
SH
SOLE
10000
0
0
NEXTERA ENERGY INC
COM
65339F101
774
9139
SH
SOLE
9139
0
0
NIKE INC
CL B
654106103
1247
9268
SH
SOLE
9268
0
0
NUVEEN AMT FREE MUN CR INC F
COM
67071L106
160
10831
SH
SOLE
10831
0
0
NVIDIA CORPORATION
COM
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9521
34894
SH
SOLE
34894
0
0
ORACLE CORP
COM
68389X105
869
10500
SH
SOLE
10500
0
0
OTIS WORLDWIDE CORP
COM
68902V107
1450
18844
SH
SOLE
18844
0
0
P3 HEALTH PARTNERS INC
COM CL A
744413105
78
10000
SH
SOLE
10000
0
0
PAYPAL HLDGS INC
COM
70450Y103
1245
10763
SH
SOLE
10763
0
0
PDC ENERGY INC
COM
69327R101
2826
38877
SH
SOLE
38877
0
0
PELOTON INTERACTIVE INC
CL A COM
70614W100
602
22774
SH
SOLE
22774
0
0
PFIZER INC
COM
717081103
953
18418
SH
SOLE
18418
0
0
PHILIP MORRIS INTL INC
COM
718172109
1631
17363
SH
SOLE
17363
0
0
PIMCO ETF TR
0-5 HIGH YIELD
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7279
75654
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0
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ACTIVE BD ETF
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SOLE
120972
0
0
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
495
4945
SH
SOLE
4945
0
0
PLUG POWER INC
COM NEW
72919P202
1490
52065
SH
SOLE
52065
0
0
PROCTER AND GAMBLE CO
COM
742718109
2305
15085
SH
SOLE
15085
0
0
QUALCOMM INC
COM
747525103
3653
23901
SH
SOLE
23901
0
0
REPAY HLDGS CORP
COM CL A
76029L100
1392
94266
SH
SOLE
94266
0
0
RESMED INC
COM
761152107
599
2470
SH
SOLE
2470
0
0
ROBLOX CORP
CL A
771049103
404
8729
SH
SOLE
8729
0
0
S&P GLOBAL INC
COM
78409V104
518
1264
SH
SOLE
1264
0
0
SALESFORCE COM INC
COM
79466L302
1807
8511
SH
SOLE
8511
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
220
2790
SH
SOLE
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0
0
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ENERGY
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345
4507
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SOLE
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0
SELECT SECTOR SPDR TR
RL EST SEL SEC
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21066
435976
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SOLE
435976
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1696
9167
SH
SOLE
9167
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
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SOLE
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0
0
SELECT SECTOR SPDR TR
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19815
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SELECT SECTOR SPDR TR
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13248
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SELECT SECTOR SPDR TR
TECHNOLOGY
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357565
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SOLE
357565
0
0
SHOPIFY INC
CL A
82509L107
610
902
SH
SOLE
902
0
0
SIGNATURE BK NEW YORK N Y
COM
82669G104
3098
10556
SH
SOLE
10556
0
0
SIRIUS XM HOLDINGS INC
COM
82968B103
174
26243
SH
SOLE
26243
0
0
SNAP INC
CL A
83304A106
213
5930
SH
SOLE
5930
0
0
SPDR GOLD TR
GOLD SHS
78463V107
3087
17091
SH
SOLE
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0
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SPDR S&P 500 ETF TR
TR UNIT
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SOLE
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0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
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1042
2126
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SOLE
2126
0
0
SPDR SER TR
PORTFOLIO AGRGTE
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69330
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SOLE
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0
SPDR SER TR
PORTFOLIO S&P500
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40739
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SPDR SER TR
PRTFLO S&P500 GW
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1580
23869
SH
SOLE
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0
0
SPDR SER TR
S&P BK ETF
78464A797
1074
20525
SH
SOLE
20525
0
0
STERIS PLC
SHS USD
G8473T100
463
1916
SH
SOLE
1916
0
0
SYSCO CORP
COM
871829107
282
3450
SH
SOLE
3450
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1432
13738
SH
SOLE
13738
0
0
TARGET CORP
COM
87612E106
363
1711
SH
SOLE
1711
0
0
TESLA INC
COM
88160R101
2162
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SH
SOLE
2006
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
1111
1881
SH
SOLE
1881
0
0
TRONOX HOLDINGS PLC
SHS
G9087Q102
1164
58800
SH
SOLE
58800
0
0
TWILIO INC
CL A
90138F102
438
2659
SH
SOLE
2659
0
0
TWITTER INC
COM
90184L102
2322
60003
SH
SOLE
60003
0
0
UBER TECHNOLOGIES INC
COM
90353T100
4421
123915
SH
SOLE
123915
0
0
ULTA BEAUTY INC
COM
90384S303
3656
9182
SH
SOLE
9182
0
0
UNION PAC CORP
COM
907818108
1975
7228
SH
SOLE
7228
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
2717
5327
SH
SOLE
5327
0
0
VANGUARD ADMIRAL FDS INC
500 GRTH IDX F
921932505
51126
185473
SH
SOLE
185473
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
5292
12746
SH
SOLE
12746
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
52515
230663
SH
SOLE
230663
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
18675
239145
SH
SOLE
239145
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
648
3995
SH
SOLE
3995
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
342
3050
SH
SOLE
3050
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
206
4053
SH
SOLE
4053
0
0
VICTORIAS SECRET AND CO
COMMON STOCK
926400102
2989
58199
SH
SOLE
58199
0
0
VISA INC
COM CL A
92826C839
1000
4507
SH
SOLE
4507
0
0
WELLS FARGO CO NEW
COM
949746101
810
16705
SH
SOLE
16705
0
0
WELLTOWER INC
COM
95040Q104
209
2175
SH
SOLE
2175
0
0
WISDOMTREE TR
US LARGECAP DIVD
97717W307
1187
18064
SH
SOLE
18064
0
0
WISDOMTREE TR
US LARGECAP FUND
97717W588
1192
24656
SH
SOLE
24656
0
0
WISDOMTREE TR
YIELD ENHANCD US
97717X511
358
7472
SH
SOLE
7472
0
0
YUM BRANDS INC
COM
988498101
237
1997
SH
SOLE
1997
0
0